Beyond the Balance SheetBeyond the Balance Sheet

Uncovering today’s financial advisers

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Have you ever wondered who a financial adviser really is? In this first episode we explore the fundamental differences between the public perceptions of "a hard salesman" with the reality of research showing something quite different. Surprising insights from our expert guests; behavioural economist Mark Pittaccio and Quilter Financial Adviser School recruitment manager Lauren Ashworth may show you you’re just the right match for a career in financial advice. Hosted by Hannah Vaughan Jones, the episode delves into common misconceptions and the traits of a successful financial adviser. 

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Beyond the Balance Sheet

Beyond the balance sheet lifts the lid on the world of financial advice, removing the typical stereo 
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